- Provide new and existing clients with financial advice, planning, and products suited to their needs.
- Maintain and service clients in a long-term relationship that builds loyalty to the brand.
- Undertake activities within a compliant and ethical manner to sustain the Sanlam Group business and brand.
- Growing the Sanlam Adviser Business
- Apply knowledge of market segmentation and customer profiles to support sales and growth.
- Networking, Prospecting, and Leads Generation
- Create business opportunities through face-to-face interactions and social networks.
- Identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Implement focused campaigns with new or existing clients.
- Client Consultations and Sales
- Ensure client interactions are compliant and provide sound personal financial planning advice.
- Present financial solutions to clients in a professional manner aligned to Treating Customers Fairly.
- Client Service
- Strive for excellent value-added service to clients.
- Initiate long-term client relationships and maintain a relational focus.
- Monitoring, Updating, and Reporting
- Document and present contacts, appointments, consultations, and issued business and revenue against targets.
- Sanlam Cape Town
Sanlam Financial Adviser: ZEN MOB: Somerset West, Strand, Gordonsbay, Stellenbosch, Helderberg · Date: 12 Feb 2025 · Location: · Cape Town, Western Cape, ZA · Company: Sanlam Group · Who are we? · Sanlam Life Ltd is one of the top financial services providers in the South Afri ...
- Sanlam Limited Cape Town
Job Description · Who We Are · Sanlam Life Ltd is one of the top financial services providers in the South African market. · We're all about building strong, lasting relationships with our financial advisors. · We know that you have hopes for your future – your career, your perso ...
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Shift Supervisor
4 days ago
TSU International Cape TownJob Purpose: · A Shift Supervisor is responsible for overseeing operations during a specific shift at the workplace. Their key responsibilities include managing and overseeing the work of employees, ensuring tasks are completed efficiently and effectively. · This involves assigni ...
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Factory Engineer Somerset West
4 days ago
Status Staffing Somerset WestJob Title: Factory Engineer · We are seeking a highly skilled Factory Engineer to join our client in Helderberg, Somerset West. The ideal candidate will have an Industrial Engineering degree and 3-5 years of experience in refrigeration and/or food industries. · Duties & Responsib ...
Financial Adviser: ZEN MOB: Somerset West, Strand, Gordonsbay, Stellenbosch, Helderberg - Cape Town - Sanlam

Description
Job Title: Financial AdvisorThis role offers the opportunity to build strong, lasting relationships with clients and help them achieve their financial goals. As a Financial Advisor at Sanlam Life Ltd, you will provide professional and relevant financial advice, planning, and products that meet the needs of your clients.
Main Responsibilities:
Key Performance Indicators:
Qualifications and Experience:
A Grade 12 qualification and successful completion of the Financial Advisory and Intermediary Services Act (FAIS)
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Sanlam Financial Adviser: ZEN MOB: Somerset West, Strand, Gordonsbay, Stellenbosch, Helderberg
Sanlam Limited- Cape Town
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Shift Supervisor
TSU International- Cape Town
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Factory Engineer Somerset West
Status Staffing- Somerset West